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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,600 | $57,352+52.7% | $83,831+4.5% | $64,173+36.5% |
| Participation rate | 78.9% | 68.6%+10.3pp | 76.1%+2.8pp | 69.6%+9.4pp |
| Annual return | -5.21% | 11.38%-16.6pp | 850.99%-856.2pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,037 | $2,546-20.0% | $3,631-43.9% | $2,381-14.4% |
| Participant deferral / active EE | $3,305 | $2,993+10.4% | $4,082-19.0% | $3,470-4.8% |
| Admin fee / account holder | $15,915 | $4,046+293.3% | $5,479+190.5% | $4,887+225.6% |